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Biography

Jim is a Principal in the Louisville office, where he advises clients on retirement plans. He is responsible for creating an experience that will lead to engagement by participants and result in improved plan health and personal financial wellness.

Prior to joining Cerity Partners, Jim served as a Senior Retirement Plan Advisor at ARGI Financial Group, where he helped companies enhance their retirement plan offerings. Earlier in his career, he worked as an Applied Behavior Analysis therapist with children who had special needs. It was in this role where he cultivated his passion for creating and implementing plans for people that could change their lives.

As a father of two young boys, Jim’s main interest is creating memories with his family. His personal hobby is competing in triathlons, with his greatest accomplishment completing a Full Ironman in 2022.

Learn more about my practice.

Education

  • B.A. in Theatre from the University of Kentucky
  • Accelerated Executive Certificate in Financial Planning from Bellarmine University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Professional Plan Consultant®

Latest Insights

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Jim Trujillo

Principal

Individuals and Families

The Unspoken Risks of Retirement Plan Loans

High inflation and a volatile economy are pushing people to think about where they could tap into fast cash if they needed it. But when it comes to taking a loan from your retirement, the risks aren’t so apparent.

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Dustin Ribergaard

Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.